Personal Investments

The chart shows the growth of an initial investment of $10,000 in Personal Investments, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is never rebalanced.

Based on dividend-adjusted daily data since Jul 31, 2025, Personal Investments's average daily return is +0.05%, while the average monthly return is +0.76%. At this rate, your investment would double in approximately 7.6 years.

Historically, 60% of months were positive and 40% were negative. The best month was Oct 2025 with a return of +4.1%, while the worst month was Nov 2025 at -4.1%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 2 months.

On a daily basis, Personal Investments closed higher 56% of trading days. The best single day was Feb 6, 2026 with a return of +5.3%, while the worst single day was Feb 5, 2026 at -3.7%.

Personal Investments has an annualized alpha of 6.02%, beta of 1.09, and R² of 0.64 versus S&P 500 Index. Calculated based on daily prices since July 31, 2025.

• This portfolio participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (88.85%) than losses (27.54%) — typical of diversified or defensive assets.
• This portfolio generated an annualized alpha of 6.02% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• With beta of 1.09 and R² of 0.64, this portfolio moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

Personal Investments has an expense ratio of 0.13%, which is considered low. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

There isn't enough data available to calculate the Sharpe ratio for Personal Investments. This metric is based on the past 12 months of trading data. Please check back later for updated information.

Personal Investments provided a 3.66% dividend yield over the last twelve months.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Personal Investments. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Personal Investments was 9.27%, occurring on Nov 20, 2025. Recovery took 30 trading sessions.

The current Personal Investments drawdown is 3.68%.

The chart below shows the rolling one-month volatility.